Create New Enhanced Form

Help Guide for NextGen® Enterprise PM 8

Autoflow Sequence - Printing Enhanced Forms

The Autoflow sequence allows Enhanced Forms selection during both check-in and checkout setup. Prerequisite: Enhanced Forms have been created in the Forms Enhanced master file in File Maintenance. To include Enhanced Forms during the Autoflow sequence, do the following: When the Autoflow process is being setup for check-in or checkout, you must enter a green check in the Print column for a specific Form Group. This allows all forms within that group to automatically print as part of the autoflow sequence. You can pick which form(s) to be printed by not selecting a specific Form Group (no green check indicated). The Print Forms window displays as part of the autoflow sequence and allows you to select your own form(s). Parent topic: Forms Enhanced

Help Guide for NextGen® Enterprise PM 8

Print Enhanced Forms

Wherever you can print Forms in NextGen® Enterprise PM, you can select to print Forms Enhanced. The Print Forms window includes separate tabs for each type of form. Note: The below procedure is also used to print Fee Tickets or Patient Data Sheets that are setup as Enhanced Forms in File Maintenance. This procedure replaces the legacy Print > Fee Tickets or Print > Patient Data Sheets menu options that are used to print the "standard" version of these forms. In NextGen® Enterprise PM, select the Print > Forms option from a right-click menu. The Print Forms window appears. Select the Forms Enhanced tab. The Form Group field defaults to (All Forms). This allows you to select and print forms from any group. Select a specific Form Group to select and print forms from that group only. In the Forms section, select the form(s) to be printed. All forms are selected by default. Select the Sort button to modify the sort for a specific form, if needed. The sort is used only when the form is print

Help Guide for NextGen® Enterprise PM 8

Forms Enhanced

Forms Enhanced allows you to create more advanced forms than those created in the legacy Forms master file. With Forms Enhanced, you can create forms for electronic signatures, patient correspondences for documentation purposes and more customized options for alternate fee tickets and patient data sheets. Forms Enhanced also allows you to create form groups, allowing you to print multiple pages of a form and multiple forms at once. To create an Enhanced Form, you must first create at least one Form Group. For more information on how to create a Form Group and Enhanced Forms, see Create New Enhanced Form. Field Description Form Group Lists of new forms created and saved into groups; the groups can be used to categorize forms (for example, Consent Forms) or group them together form printing purposes (for example, New Patient Registration Forms). Form Name Displays the name of the form Form Description Displays the form description Show Hidden Forms When check box is selected, you can see

File Maintenance Help for NextGen® Enterprise 8

Forms Enhanced

You can create forms in the Forms Enhanced window for electronic signatures, patient correspondences for documentation purposes and more customized options for alternate fee tickets and patient data sheets. Forms Enhanced also allows you to create form groups, allowing you to print multiple pages of a form and multiple forms at once. To create an Enhanced Form, you must first create at least one Form Group. The following are the Forms Enhanced fields: Form Group: Lists of new forms created and saved into groups; the groups can be used to categorize forms (for example, Consent Forms) or group them together form printing purposes (for example, New Patient Registration Forms). Form Name: Displays the name of the form. Form Description: Displays the form description. Show Hidden Forms: You can select Show Hidden Forms to view all the forms including hidden forms. By default, hidden forms are not displayed. Authored By: Displays who created the form as well as the date and time the form was

File Maintenance Help for NextGen® Enterprise 8

Granting Practice Access

By default, enhanced forms are located within the practice for which they were created. They can be shared among other practices by granting practice access. Open File Maintenance. Select System Master Files, then PM, and then Forms Enhanced. The Forms Enhanced window opens. In the Form Group field, select the group where the form was saved. Note: You cannot update Practice Access when the (All) Forms option is selected. From the list of displayed forms, select the form to be shared with other practices. In the Practices field at the bottom of the window, select one or practice with which the form is to be shared. To save the changes and close the window, select Close. Parent topic: Forms Enhanced

File Maintenance Help for NextGen® Enterprise 8

Create a New Form Group

Form Groups enable you to categorize forms for organizational and printing purposes. You must create at least one Form Group before you can save an Enhanced Form. After a form group has been created, you can also edit, copy, hide, delete and unhide form groups. To create a form group, do the following: Select Edit Form Group from the Forms Enhanced menu. Select New. Enter a name for the group. Select OK. To edit a form group, do the following: Select the form group you would like to edit from the drop-down. Select Edit Form Group from the Forms Enhanced menu. Select Edit. Select OK. To copy a form group, do the following: Note: When you copy a form group, you are copying forms you selected in the Form Group drop-down to a new Form Group. Select the form group you would like to copy from the drop-down. Select Edit Form Group from the Forms Enhanced menu. Select Copy. Enter a name for the new Form Group. Select OK. To hide a form group, do the following: Note: When you hide a form group,

Create New Enhanced Form

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Autoflow Sequence - Printing Enhanced Forms

Print Enhanced Forms

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Forms Enhanced

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Create a New Form Group

Create New Enhanced Form

Autoflow Sequence - Printing Enhanced Forms

Print Enhanced Forms

Forms Enhanced

Forms Enhanced

Granting Practice Access

Create a New Form Group